Purchases and Sales Made in Q3 2024 in First Tr Et Fd Iii Short Durat (FSMB)
This table provides information about the institutional ownership of First Tr Et Fd Iii Short Durat (FSMB) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR ET FD III SHORT DURAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.2% |
$1.05K - $1.06K
|
26.1K
$520K
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
38+ 0.11% |
$750 - $763
|
34.4K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
28+ 0.15% |
$553 - $562
|
18.2K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 0.73% |
$513 - $522
|
3.58K
$71.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9+ 0.02% |
$178 - $181
|
48.5K
$968K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-59- 0.11% |
$1.16K - $1.18K
|
53.8K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-89- 0.1% |
$1.76K - $1.79K
|
86.3K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-246- 2.16% |
$4.86K - $4.94K
|
11.1K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-267- 13.19% |
$5.27K - $5.36K
|
1.76K
$35K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-325- 0.93% |
$6.42K - $6.52K
|
34.5K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-600- 5.98% |
$11.8K - $12K
|
9.44K
$188K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-657- 3.84% |
$13K - $13.2K
|
16.4K
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-750- 4.85% |
$14.8K - $15.1K
|
14.7K
$293K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-896- 1.4% |
$17.7K - $18K
|
63.1K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.26K- 2.06% |
$24.9K - $25.3K
|
59.8K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 3.76% |
$25.6K - $26.1K
|
33.2K
$662K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.54K- 4.26% |
$30.3K - $30.8K
|
34.6K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 5.31% |
$31.2K - $31.7K
|
28.2K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.12K- 45.6% |
$41.8K - $42.5K
|
2.53K
$50.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.4K- 14.46% |
$47.3K - $48.1K
|
14.2K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.75K- 7.8% |
$74K - $75.3K
|
44.3K
$883K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.91K- 15.54% |
$77.1K - $78.4K
|
21.2K
$423K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-4.12K- 22.58% |
$81.2K - $82.6K
|
14.1K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.91K- 1.23% |
$97K - $98.6K
|
394K
$7.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.08K- 9.51% |
$100K - $102K
|
48.4K
$964K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.77K- 27.38% |
$114K - $116K
|
15.3K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-6.36K- 1.15% |
$126K - $128K
|
549K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.02K- 20.39% |
$139K - $141K
|
27.4K
$546K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7.13K- 15.24% |
$141K - $143K
|
39.6K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.63K- 12.62% |
$151K - $153K
|
52.8K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.71K- 5.33% |
$172K - $175K
|
155K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.87K- 2.09% |
$175K - $178K
|
416K
$8.28M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.16K- 8.62% |
$181K - $184K
|
97.2K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-16.9K- 23.62% |
$334K - $339K
|
54.7K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-17.3K- 19.85% |
$341K - $346K
|
69.7K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.3K- 10.35% |
$401K - $407K
|
176K
$3.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26K- 16.81% |
$514K - $523K
|
129K
$2.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.2K- 61.86% |
$616K - $626K
|
19.2K
$384K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.4K- 53.21% |
$619K - $629K
|
27.6K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.5K- 93.75% |
$622K - $632K
|
2.1K
$41.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-39.5K- 72.18% |
$780K - $794K
|
15.2K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47K- 19.12% |
$927K - $943K
|
199K
$3.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.3K- 4.71% |
$1.15M - $1.17M
|
1.18M
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.32M- 28.13% |
$26.1M - $26.5M
|
3.38M
$67.3M
|